NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,883 shares; 2024Q4: 193,101 shares; 2025Q1: 173,140 shares; 2025Q2: 167,361 shares; 2025Q3: 164,272 shares 164,272 $30.6M 5.97% -3,089 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,217 shares; 2024Q4: 44,226 shares; 2025Q1: 43,162 shares; 2025Q2: 42,506 shares; 2025Q3: 41,757 shares 41,757 $21.6M 4.21% -749 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,637 shares; 2024Q4: 76,832 shares; 2025Q1: 73,522 shares; 2025Q2: 69,418 shares; 2025Q3: 67,278 shares 67,278 $17.1M 3.33% -2,140 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,037 shares; 2024Q4: 41,495 shares; 2025Q1: 40,750 shares; 2025Q2: 40,236 shares; 2025Q3: 39,589 shares 39,589 $13.5M 2.63% -647 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,515 shares; 2024Q4: 38,167 shares; 2025Q1: 35,800 shares; 2025Q2: 35,929 shares; 2025Q3: 35,659 shares 35,659 $11.8M 2.29% -270 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,297 shares; 2024Q4: 179,695 shares; 2025Q1: 178,962 shares; 2025Q2: 179,075 shares; 2025Q3: 176,941 shares 176,941 $11.7M 2.28% -2,134 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 24,338 shares; 2025Q1: 23,225 shares; 2025Q2: 22,744 shares; 2025Q3: 22,395 shares 22,395 $10.5M 2.04% -349 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,718 shares; 2024Q4: 31,644 shares; 2025Q1: 30,894 shares; 2025Q2: 30,358 shares; 2025Q3: 30,098 shares 30,098 $9.49M 1.85% -260 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,441 shares; 2024Q4: 63,254 shares; 2025Q1: 62,935 shares; 2025Q2: 67,547 shares; 2025Q3: 66,241 shares 66,241 $8.24M 1.6% -1,306 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 12,842 shares; 2025Q1: 12,521 shares; 2025Q2: 12,017 shares; 2025Q3: 12,007 shares 12,007 $8M 1.56% -10 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 13,513 shares; 2025Q1: 11,413 shares; 2025Q2: 11,075 shares; 2025Q3: 11,014 shares 11,014 $7.37M 1.44% -61 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 13,550 shares; 2025Q1: 13,413 shares; 2025Q2: 14,381 shares; 2025Q3: 14,356 shares 14,356 $7.22M 1.41% -25 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,420 shares; 2024Q4: 37,863 shares; 2025Q1: 37,545 shares; 2025Q2: 37,582 shares; 2025Q3: 37,583 shares 37,583 $6.29M 1.22% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 15,165 shares; 2025Q1: 14,651 shares; 2025Q2: 14,607 shares; 2025Q3: 15,679 shares 15,679 $5.87M 1.14% +1,072 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,075 shares; 2025Q1: 13,030 shares; 2025Q2: 22,715 shares; 2025Q3: 50,678 shares 50,678 $5.64M 1.1% +27,963 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,867 shares; 2024Q4: 51,293 shares; 2025Q1: 51,985 shares; 2025Q2: 66,492 shares; 2025Q3: 66,421 shares 66,421 $5.1M 0.99% -71 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,576 shares; 2024Q4: 43,790 shares; 2025Q1: 50,873 shares; 2025Q2: 47,358 shares; 2025Q3: 45,972 shares 45,972 $4.91M 0.96% -1,386 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,768 shares; 2024Q4: 49,560 shares; 2025Q1: 62,420 shares; 2025Q2: 63,421 shares; 2025Q3: 59,344 shares 59,344 $4.74M 0.92% -4,077 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,063 shares; 2024Q4: 70,145 shares; 2025Q1: 68,543 shares; 2025Q2: 67,755 shares; 2025Q3: 67,150 shares 67,150 $4.59M 0.89% -605 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,827 shares; 2024Q4: 72,330 shares; 2025Q1: 75,329 shares; 2025Q2: 86,348 shares; 2025Q3: 85,323 shares 85,323 $4.33M 0.84% -1,025 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,141 shares; 2024Q4: 19,896 shares; 2025Q1: 18,466 shares; 2025Q2: 17,673 shares; 2025Q3: 17,732 shares 17,732 $4.31M 0.84% +59 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,226 shares; 2024Q4: 31,022 shares; 2025Q1: 30,458 shares; 2025Q2: 29,416 shares; 2025Q3: 29,174 shares 29,174 $4.3M 0.84% -242 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,610 shares; 2024Q4: 36,354 shares; 2025Q1: 37,594 shares; 2025Q2: 40,533 shares; 2025Q3: 49,172 shares 49,172 $4.29M 0.84% +8,639 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,372 shares; 2024Q4: 22,469 shares; 2025Q1: 22,239 shares; 2025Q2: 22,378 shares; 2025Q3: 22,379 shares 22,379 $4.15M 0.81% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,689 shares; 2024Q4: 44,257 shares; 2025Q1: 45,989 shares; 2025Q2: 47,964 shares; 2025Q3: 47,429 shares 47,429 $4M 0.78% -535 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,262 shares; 2024Q4: 45,650 shares; 2025Q1: 46,427 shares; 2025Q2: 50,305 shares; 2025Q3: 42,735 shares 42,735 $3.92M 0.76% -7,570 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 18,535 shares; 2025Q1: 17,767 shares; 2025Q2: 15,582 shares; 2025Q3: 15,955 shares 15,955 $3.89M 0.76% +373 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,926 shares; 2024Q4: 66,287 shares; 2025Q1: 64,022 shares; 2025Q2: 62,151 shares; 2025Q3: 64,432 shares 64,432 $3.85M 0.75% +2,281 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 14,024 shares; 2025Q1: 24,853 shares; 2025Q2: 33,691 shares; 2025Q3: 49,386 shares 49,386 $3.78M 0.73% +15,695 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 7,937 shares; 2025Q1: 7,722 shares; 2025Q2: 7,678 shares; 2025Q3: 7,686 shares 7,686 $3.65M 0.71% +8 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 52,984 shares; 2025Q1: 50,712 shares; 2025Q2: 48,691 shares; 2025Q3: 48,132 shares 48,132 $3.58M 0.7% -559 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,245 shares; 2024Q4: 24,389 shares; 2025Q1: 23,679 shares; 2025Q2: 22,623 shares; 2025Q3: 22,609 shares 22,609 $3.51M 0.68% -14 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,587 shares; 2024Q4: 29,484 shares; 2025Q1: 29,992 shares; 2025Q2: 32,800 shares; 2025Q3: 30,611 shares 30,611 $3.49M 0.68% -2,189 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 41,856 shares; 2025Q1: 42,582 shares; 2025Q2: 44,449 shares; 2025Q3: 44,157 shares 44,157 $3.48M 0.68% -292 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 9,386 shares; 2025Q1: 9,337 shares; 2025Q2: 9,340 shares; 2025Q3: 9,360 shares 9,360 $3.46M 0.67% +20 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,451 shares; 2024Q4: 27,335 shares; 2025Q1: 26,481 shares; 2025Q2: 26,179 shares; 2025Q3: 26,118 shares 26,118 $3.43M 0.67% -61 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,804 shares; 2025Q1: 5,299 shares; 2025Q2: 5,314 shares; 2025Q3: 5,295 shares 5,295 $3.38M 0.66% -19 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,513 shares; 2024Q4: 12,481 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,806 shares 11,806 $3.33M 0.65% -20 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 50,311 shares; 2025Q1: 50,566 shares; 2025Q2: 58,734 shares; 2025Q3: 58,262 shares 58,262 $3.33M 0.65% -472 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,564 shares; 2024Q4: 31,560 shares; 2025Q1: 30,195 shares; 2025Q2: 28,897 shares; 2025Q3: 29,151 shares 29,151 $3.29M 0.64% +254 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,359 shares; 2024Q4: 11,260 shares; 2025Q1: 10,098 shares; 2025Q2: 63,782 shares; 2025Q3: 63,587 shares 63,587 $3.28M 0.64% -195 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,589 shares; 2025Q1: 13,913 shares; 2025Q2: 13,481 shares; 2025Q3: 14,208 shares 14,208 $3.12M 0.61% +727 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,830 shares; 2024Q4: 50,885 shares; 2025Q1: 54,926 shares; 2025Q2: 60,216 shares; 2025Q3: 58,938 shares 58,938 $3.02M 0.59% -1,278 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 9,733 shares; 2025Q1: 9,561 shares; 2025Q2: 9,343 shares; 2025Q3: 9,373 shares 9,373 $2.88M 0.56% +30 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,316 shares; 2024Q4: 92,764 shares; 2025Q1: 93,084 shares; 2025Q2: 101,760 shares; 2025Q3: 101,730 shares 101,730 $2.87M 0.56% -30 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 28,770 shares; 2025Q1: 31,656 shares; 2025Q2: 36,885 shares; 2025Q3: 39,246 shares 39,246 $2.8M 0.55% +2,361 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,774 shares; 2024Q4: 24,963 shares; 2025Q1: 22,184 shares; 2025Q2: 23,508 shares; 2025Q3: 27,622 shares 27,622 $2.77M 0.54% +4,114 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,022 shares; 2024Q4: 27,366 shares; 2025Q1: 25,431 shares; 2025Q2: 22,913 shares; 2025Q3: 26,632 shares 26,632 $2.74M 0.53% +3,719 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 8,270 shares; 2025Q1: 8,191 shares; 2025Q2: 8,043 shares; 2025Q3: 8,598 shares 8,598 $2.73M 0.53% +555 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 5,144 shares; 2025Q1: 5,209 shares; 2025Q2: 5,381 shares; 2025Q3: 5,488 shares 5,488 $2.69M 0.52% +107 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,280 shares; 2024Q4: 48,794 shares; 2025Q1: 47,468 shares; 2025Q2: 44,520 shares; 2025Q3: 40,368 shares 40,368 $2.63M 0.51% -4,152 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,552 shares; 2024Q4: 38,530 shares; 2025Q1: 43,294 shares; 2025Q2: 49,922 shares; 2025Q3: 55,252 shares 55,252 $2.63M 0.51% +5,330 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,053 shares; 2024Q4: 32,033 shares; 2025Q1: 31,094 shares; 2025Q2: 31,142 shares; 2025Q3: 31,074 shares 31,074 $2.55M 0.5% -68 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,170 shares; 2025Q1: 7,827 shares; 2025Q2: 8,484 shares; 2025Q3: 8,567 shares 8,567 $2.52M 0.49% +83 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,736 shares; 2024Q4: 30,377 shares; 2025Q1: 30,773 shares; 2025Q2: 30,913 shares; 2025Q3: 29,784 shares 29,784 $2.5M 0.49% -1,129 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,879 shares; 2024Q4: 22,193 shares; 2025Q1: 29,295 shares; 2025Q2: 32,739 shares; 2025Q3: 36,662 shares 36,662 $2.49M 0.48% +3,923 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,040 shares; 2024Q4: 23,317 shares; 2025Q1: 23,177 shares; 2025Q2: 28,584 shares; 2025Q3: 28,517 shares 28,517 $2.37M 0.46% -67 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,784 shares; 2024Q4: 92,774 shares; 2025Q1: 90,372 shares; 2025Q2: 86,140 shares; 2025Q3: 85,755 shares 85,755 $2.34M 0.46% -385 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,162 shares; 2024Q4: 18,265 shares; 2025Q1: 23,852 shares; 2025Q2: 24,628 shares; 2025Q3: 21,915 shares 21,915 $2.33M 0.45% -2,713 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,210 shares; 2024Q4: 30,482 shares; 2025Q1: 30,022 shares; 2025Q2: 30,267 shares; 2025Q3: 30,878 shares 30,878 $2.33M 0.45% +611 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,511 shares; 2025Q1: 41,444 shares; 2025Q2: 75,427 shares; 2025Q3: 86,387 shares 86,387 $2.33M 0.45% +10,960 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 15,723 shares; 2025Q1: 17,772 shares; 2025Q2: 20,045 shares; 2025Q3: 21,565 shares 21,565 $2.32M 0.45% +1,520 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 20,335 shares; 2025Q1: 20,343 shares; 2025Q2: 19,107 shares; 2025Q3: 19,539 shares 19,539 $2.31M 0.45% +432 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,523 shares; 2025Q1: 6,407 shares; 2025Q2: 7,010 shares; 2025Q3: 7,686 shares 7,686 $2.29M 0.45% +676 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,824 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 7,600 shares 7,600 $2.28M 0.44% -184 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,943 shares; 2024Q4: 43,284 shares; 2025Q1: 46,142 shares; 2025Q2: 44,334 shares; 2025Q3: 50,193 shares 50,193 $2.24M 0.44% +5,859 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,413 shares; 2025Q1: 3,159 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares 3,644 $2.22M 0.43% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,378 shares; 2024Q4: 23,462 shares; 2025Q1: 24,399 shares; 2025Q2: 24,524 shares; 2025Q3: 27,710 shares 27,710 $2.16M 0.42% +3,186 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 7,931 shares; 2025Q1: 7,755 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares 7,897 $2.16M 0.42% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 16,341 shares; 2025Q1: 16,970 shares; 2025Q2: 16,853 shares; 2025Q3: 16,813 shares 16,813 $2.16M 0.42% -40 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,397 shares; 2024Q4: 34,033 shares; 2025Q1: 28,072 shares; 2025Q2: 22,790 shares; 2025Q3: 20,871 shares 20,871 $2.15M 0.42% -1,919 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,557 shares; 2024Q4: 17,535 shares; 2025Q1: 17,100 shares; 2025Q2: 16,656 shares; 2025Q3: 15,037 shares 15,037 $2.11M 0.41% -1,619 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,078 shares; 2025Q1: 12,114 shares; 2025Q2: 12,696 shares; 2025Q3: 20,260 shares 20,260 $2.09M 0.41% +7,564 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,130 shares; 2024Q4: 18,958 shares; 2025Q1: 18,786 shares; 2025Q2: 18,652 shares; 2025Q3: 17,947 shares 17,947 $2.06M 0.4% -705 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,765 shares; 2025Q1: 9,324 shares; 2025Q2: 9,059 shares; 2025Q3: 7,306 shares 7,306 $2.06M 0.4% -1,753 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 18,718 shares; 2025Q1: 18,302 shares; 2025Q2: 18,124 shares; 2025Q3: 21,876 shares 21,876 $2.05M 0.4% +3,752 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 8,927 shares; 2025Q1: 9,475 shares; 2025Q2: 7,612 shares; 2025Q3: 7,248 shares 7,248 $2.04M 0.4% -364 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,580 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,592 shares 5,592 $1.99M 0.39% +29 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,683 shares; 2024Q4: 36,324 shares; 2025Q1: 39,374 shares; 2025Q2: 41,085 shares; 2025Q3: 39,438 shares 39,438 $1.96M 0.38% -1,647 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 12,118 shares; 2025Q1: 12,416 shares; 2025Q2: 12,202 shares; 2025Q3: 12,761 shares 12,761 $1.96M 0.38% +559 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,066 shares; 2024Q4: 12,476 shares; 2025Q1: 13,141 shares; 2025Q2: 13,361 shares; 2025Q3: 13,801 shares 13,801 $1.95M 0.38% +440 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,172 shares; 2024Q4: 13,077 shares; 2025Q1: 13,122 shares; 2025Q2: 12,218 shares; 2025Q3: 11,582 shares 11,582 $1.93M 0.38% -636 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: 1,306 shares; 2025Q2: 2,242 shares; 2025Q3: 3,116 shares 3,116 $1.92M 0.37% +874 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,840 shares; 2025Q1: 15,276 shares; 2025Q2: 15,629 shares; 2025Q3: 20,491 shares 20,491 $1.91M 0.37% +4,862 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,893 shares; 2025Q1: 2,755 shares; 2025Q2: 2,584 shares; 2025Q3: 2,454 shares 2,454 $1.87M 0.36% -130 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,250 shares; 2025Q1: 7,599 shares; 2025Q2: 7,251 shares; 2025Q3: 7,026 shares 7,026 $1.83M 0.36% -225 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,517 shares; 2025Q1: 13,956 shares; 2025Q2: 13,586 shares; 2025Q3: 12,513 shares 12,513 $1.82M 0.35% -1,073 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,883 shares; 2024Q4: 32,877 shares; 2025Q1: 36,466 shares; 2025Q2: 36,891 shares; 2025Q3: 34,710 shares 34,710 $1.81M 0.35% -2,181 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,276 shares; 2025Q2: 15,484 shares; 2025Q3: 18,157 shares 18,157 $1.78M 0.35% +2,673 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,894 shares; 2024Q4: 14,108 shares; 2025Q1: 19,426 shares; 2025Q2: 27,321 shares; 2025Q3: 36,051 shares 36,051 $1.77M 0.34% +8,730 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 10,492 shares; 2025Q1: 10,135 shares; 2025Q2: 9,732 shares; 2025Q3: 8,398 shares 8,398 $1.77M 0.34% -1,334 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 7,262 shares; 2025Q1: 7,211 shares; 2025Q2: 7,198 shares; 2025Q3: 8,494 shares 8,494 $1.73M 0.34% +1,296 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,821 shares; 2025Q3: 33,701 shares 33,701 $1.7M 0.33% +5,880 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,133 shares; 2025Q1: 7,722 shares; 2025Q2: 7,956 shares; 2025Q3: 8,925 shares 8,925 $1.69M 0.33% +969 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 8,057 shares; 2025Q1: 7,429 shares; 2025Q2: 7,100 shares; 2025Q3: 6,613 shares 6,613 $1.66M 0.32% -487 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,713 shares 1,713 $1.64M 0.32% +451 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,854 shares; 2025Q1: 30,903 shares; 2025Q2: 29,687 shares; 2025Q3: 23,083 shares 23,083 $1.61M 0.31% -6,604 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 68,188 shares; 2025Q1: 60,781 shares; 2025Q2: 60,781 shares; 2025Q3: 60,781 shares 60,781 $1.6M 0.31% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,441 shares; 2024Q4: 28,385 shares; 2025Q1: 28,145 shares; 2025Q2: 25,257 shares; 2025Q3: 25,136 shares 25,136 $1.59M 0.31% -121 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,829 shares; 2024Q4: 25,930 shares; 2025Q1: 29,395 shares; 2025Q2: 32,064 shares; 2025Q3: 37,411 shares 37,411 $1.59M 0.31% +5,347 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,597 shares; 2024Q4: 52,405 shares; 2025Q1: 50,624 shares; 2025Q2: 50,575 shares; 2025Q3: 50,540 shares 50,540 $1.58M 0.31% -35 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,687 shares; 2025Q1: 8,464 shares; 2025Q2: 8,034 shares; 2025Q3: 10,909 shares 10,909 $1.56M 0.3% +2,875 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,345 shares; 2024Q4: 12,919 shares; 2025Q1: 12,179 shares; 2025Q2: 12,333 shares; 2025Q3: 12,357 shares 12,357 $1.53M 0.3% +24 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 223 shares; 2025Q1: 306 shares; 2025Q2: 341 shares; 2025Q3: 342 shares 342 $1.47M 0.29% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,961 shares; 2025Q1: 5,628 shares; 2025Q2: 4,613 shares; 2025Q3: 4,163 shares 4,163 $1.44M 0.28% -450 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,123 shares; 2025Q1: 12,336 shares; 2025Q2: 12,618 shares; 2025Q3: 15,214 shares 15,214 $1.42M 0.28% +2,596 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,296 shares; 2024Q4: 89,212 shares; 2025Q1: 87,525 shares; 2025Q2: 79,982 shares; 2025Q3: 77,870 shares 77,870 $1.42M 0.28% -2,112 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,219 shares; 2024Q4: 10,283 shares; 2025Q1: 15,849 shares; 2025Q2: 16,444 shares; 2025Q3: 16,359 shares 16,359 $1.38M 0.27% -85 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,789 shares; 2025Q3: 29,664 shares 29,664 $1.37M 0.27% +18,875 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,707 shares; 2024Q4: 27,190 shares; 2025Q1: 27,482 shares; 2025Q2: 27,234 shares; 2025Q3: 27,035 shares 27,035 $1.36M 0.27% -199 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 17,799 shares; 2025Q1: 17,412 shares; 2025Q2: 14,495 shares; 2025Q3: 13,717 shares 13,717 $1.32M 0.26% -778 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 6,633 shares; 2025Q1: 6,405 shares; 2025Q2: 6,218 shares; 2025Q3: 6,075 shares 6,075 $1.31M 0.26% -143 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,890 shares; 2024Q4: 25,013 shares; 2025Q1: 24,862 shares; 2025Q2: 25,312 shares; 2025Q3: 25,511 shares 25,511 $1.26M 0.25% +199 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,269 shares; 2024Q4: 23,593 shares; 2025Q1: 24,697 shares; 2025Q2: 27,272 shares; 2025Q3: 28,416 shares 28,416 $1.25M 0.24% +1,144 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,179 shares; 2024Q4: 16,793 shares; 2025Q1: 16,461 shares; 2025Q2: 16,604 shares; 2025Q3: 16,712 shares 16,712 $1.25M 0.24% +108 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,220 shares; 2025Q1: 7,963 shares; 2025Q2: 7,636 shares; 2025Q3: 9,133 shares 9,133 $1.24M 0.24% +1,497 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,804 shares; 2025Q1: 8,189 shares; 2025Q2: 7,951 shares; 2025Q3: 8,261 shares 8,261 $1.19M 0.23% +310 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,439 shares; 2025Q1: 14,899 shares; 2025Q2: 14,909 shares; 2025Q3: 14,919 shares 14,919 $1.19M 0.23% +10 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,291 shares; 2025Q2: 12,788 shares; 2025Q3: 11,659 shares 11,659 $1.16M 0.23% -1,129 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 9,277 shares; 2025Q1: 8,193 shares; 2025Q2: 6,998 shares; 2025Q3: 7,159 shares 7,159 $1.16M 0.23% +161 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 30,802 shares; 2025Q1: 28,190 shares; 2025Q2: 26,866 shares; 2025Q3: 25,319 shares 25,319 $1.16M 0.23% -1,547 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,086 shares; 2025Q1: 5,893 shares; 2025Q2: 5,688 shares; 2025Q3: 5,601 shares 5,601 $1.15M 0.22% -87 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,898 shares; 2025Q1: 3,263 shares; 2025Q2: 3,170 shares; 2025Q3: 3,104 shares 3,104 $1.13M 0.22% -66 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 14,462 shares; 2025Q1: 13,222 shares; 2025Q2: 12,582 shares; 2025Q3: 12,522 shares 12,522 $1.13M 0.22% -60 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 901 shares; 2025Q1: 857 shares; 2025Q2: 902 shares; 2025Q3: 944 shares 944 $1.13M 0.22% +42 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,996 shares; 2025Q2: 20,082 shares; 2025Q3: 26,145 shares 26,145 $1.12M 0.22% +6,063 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,668 shares; 2025Q1: 9,715 shares; 2025Q2: 9,280 shares; 2025Q3: 9,099 shares 9,099 $1.11M 0.22% -181 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,563 shares; 2025Q1: 7,029 shares; 2025Q2: 8,165 shares; 2025Q3: 7,914 shares 7,914 $1.11M 0.22% -251 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,211 shares; 2025Q1: 7,323 shares; 2025Q2: 7,708 shares; 2025Q3: 7,712 shares 7,712 $1.07M 0.21% +4 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,869 shares; 2025Q1: 12,535 shares; 2025Q2: 13,007 shares; 2025Q3: 11,603 shares 11,603 $1.04M 0.2% -1,404 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,541 shares; 2025Q1: 12,963 shares; 2025Q2: 12,860 shares; 2025Q3: 13,467 shares 13,467 $1.03M 0.2% +607 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,615 shares; 2025Q1: 7,551 shares; 2025Q2: 7,733 shares; 2025Q3: 7,663 shares 7,663 $1.03M 0.2% -70 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,134 shares; 2025Q1: 4,178 shares; 2025Q2: 4,184 shares; 2025Q3: 4,398 shares 4,398 $1.01M 0.2% +214 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,831 shares; 2024Q4: 116,164 shares; 2025Q1: 115,210 shares; 2025Q2: 86,051 shares; 2025Q3: 26,586 shares 26,586 $990K 0.19% -59,465 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,007 shares; 2025Q1: 4,995 shares; 2025Q2: 5,023 shares; 2025Q3: 4,860 shares 4,860 $989K 0.19% -163 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 4,170 shares 4,170 $959K 0.19% +1,881 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,835 shares; 2024Q4: 15,100 shares; 2025Q1: 15,010 shares; 2025Q2: 15,544 shares; 2025Q3: 15,431 shares 15,431 $944K 0.18% -113 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,870 shares; 2025Q1: 1,843 shares; 2025Q2: 2,006 shares; 2025Q3: 1,962 shares 1,962 $936K 0.18% -44 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,543 shares; 2025Q1: 5,638 shares; 2025Q2: 6,154 shares; 2025Q3: 5,536 shares 5,536 $924K 0.18% -618 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 11,754 shares; 2025Q1: 11,109 shares; 2025Q2: 9,830 shares; 2025Q3: 9,230 shares 9,230 $923K 0.18% -600 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,731 shares; 2025Q1: 1,621 shares; 2025Q2: 1,560 shares; 2025Q3: 1,509 shares 1,509 $906K 0.18% -51 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,413 shares; 2025Q1: 2,284 shares; 2025Q2: 2,273 shares; 2025Q3: 2,186 shares 2,186 $886K 0.17% -87 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,642 shares; 2025Q1: 2,268 shares; 2025Q2: 2,225 shares; 2025Q3: 1,752 shares 1,752 $875K 0.17% -473 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,666 shares; 2025Q1: 6,694 shares; 2025Q2: 6,418 shares; 2025Q3: 6,315 shares 6,315 $854K 0.17% -103 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 6,339 shares; 2025Q1: 5,947 shares; 2025Q2: 6,109 shares; 2025Q3: 6,125 shares 6,125 $853K 0.17% +16 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,364 shares; 2025Q1: 21,113 shares; 2025Q2: 21,616 shares; 2025Q3: 25,247 shares 25,247 $843K 0.16% +3,631 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,484 shares; 2024Q4: 61,401 shares; 2025Q1: 58,645 shares; 2025Q2: 58,215 shares; 2025Q3: 57,469 shares 57,469 $830K 0.16% -746 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,526 shares; 2025Q1: 4,086 shares; 2025Q2: 4,057 shares; 2025Q3: 4,372 shares 4,372 $815K 0.16% +315 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 17,650 shares; 2025Q1: 17,137 shares; 2025Q2: 13,980 shares; 2025Q3: 13,390 shares 13,390 $804K 0.16% -590 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,692 shares; 2025Q1: 13,232 shares; 2025Q2: 35,565 shares; 2025Q3: 46,504 shares 46,504 $791K 0.15% +10,939 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,589 shares; 2025Q3: 22,126 shares 22,126 $784K 0.15% +3,537 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: 11,046 shares; 2025Q1: 10,057 shares; 2025Q2: 10,059 shares; 2025Q3: 8,212 shares 8,212 $774K 0.15% -1,847 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 15,469 shares; 2025Q1: 13,725 shares; 2025Q2: 10,447 shares; 2025Q3: 7,788 shares 7,788 $772K 0.15% -2,659 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 9,711 shares; 2025Q1: 10,232 shares; 2025Q2: 12,808 shares; 2025Q3: 22,757 shares 22,757 $765K 0.15% +9,949 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,588 shares; 2024Q4: 85,381 shares; 2025Q1: 57,894 shares; 2025Q2: 38,563 shares; 2025Q3: 43,453 shares 43,453 $739K 0.14% +4,890 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,581 shares; 2024Q4: 150,227 shares; 2025Q1: 126,305 shares; 2025Q2: 125,899 shares; 2025Q3: 109,260 shares 109,260 $693K 0.13% -16,639 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 4,878 shares; 2025Q3: 5,527 shares 5,527 $685K 0.13% +649 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 3,063 shares; 2025Q1: 3,165 shares; 2025Q2: 3,011 shares; 2025Q3: 4,107 shares 4,107 $682K 0.13% +1,096 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,959 shares; 2024Q4: 60,699 shares; 2025Q1: 73,393 shares; 2025Q2: 71,339 shares; 2025Q3: 66,171 shares 66,171 $658K 0.13% -5,168 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 2,988 shares; 2025Q2: 2,544 shares; 2025Q3: 6,887 shares 6,887 $642K 0.13% +4,343 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,029 shares; 2025Q1: 2,591 shares; 2025Q2: 2,305 shares; 2025Q3: 2,277 shares 2,277 $636K 0.12% -28 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares 1,420 $635K 0.12% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 18,112 shares; 2025Q1: 18,371 shares; 2025Q2: 14,254 shares; 2025Q3: 27,303 shares 27,303 $631K 0.12% +13,049 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,088 shares; 2025Q1: 8,663 shares; 2025Q2: 9,684 shares; 2025Q3: 9,927 shares 9,927 $625K 0.12% +243 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 6,185 shares; 2025Q1: 5,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,316 shares 4,316 $611K 0.12% -240 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares; 2025Q2: 18,396 shares; 2025Q3: 11,718 shares 11,718 $594K 0.12% -6,678 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 13,015 shares; 2025Q1: 12,918 shares; 2025Q2: 12,118 shares; 2025Q3: 12,009 shares 12,009 $570K 0.11% -109 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,744 shares 11,744 $570K 0.11% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,495 shares; 2024Q4: 42,133 shares; 2025Q1: 35,737 shares; 2025Q2: 31,636 shares; 2025Q3: 14,333 shares 14,333 $562K 0.11% -17,303 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,589 shares; 2025Q1: 8,129 shares; 2025Q2: 7,769 shares; 2025Q3: 7,715 shares 7,715 $561K 0.11% -54 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,579 shares; 2025Q1: 6,093 shares; 2025Q2: 6,111 shares; 2025Q3: 5,886 shares 5,886 $560K 0.11% -225 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 8,830 shares; 2025Q1: 8,364 shares; 2025Q2: 8,364 shares; 2025Q3: 8,174 shares 8,174 $555K 0.11% -190 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,391 shares; 2025Q1: 4,390 shares; 2025Q2: 5,921 shares; 2025Q3: 6,326 shares 6,326 $552K 0.11% +405 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 10,084 shares; 2025Q1: 10,145 shares; 2025Q2: 10,416 shares; 2025Q3: 7,234 shares 7,234 $543K 0.11% -3,182 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 7,106 shares; 2025Q1: 7,074 shares; 2025Q2: 5,067 shares; 2025Q3: 5,702 shares 5,702 $540K 0.11% +635 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 5,553 shares; 2025Q1: 5,443 shares; 2025Q2: 4,109 shares; 2025Q3: 3,878 shares 3,878 $540K 0.11% -231 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,879 shares; 2024Q4: 12,187 shares; 2025Q1: 11,670 shares; 2025Q2: 11,697 shares; 2025Q3: 11,293 shares 11,293 $533K 0.1% -404 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,767 shares; 2025Q1: 7,338 shares; 2025Q2: 6,649 shares; 2025Q3: 6,587 shares 6,587 $531K 0.1% -62 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,481 shares; 2025Q2: 1,815 shares; 2025Q3: 1,610 shares 1,610 $528K 0.1% -205 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,292 shares; 2025Q2: 1,550 shares; 2025Q3: 3,089 shares 3,089 $526K 0.1% +1,539 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,097 shares; 2025Q1: 6,286 shares; 2025Q2: 6,085 shares; 2025Q3: 5,951 shares 5,951 $521K 0.1% -134 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares 4,110 $518K 0.1% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 7,428 shares; 2025Q1: 6,070 shares; 2025Q2: 5,776 shares; 2025Q3: 5,412 shares 5,412 $512K 0.1% -364 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 4,334 shares; 2025Q2: 4,736 shares; 2025Q3: 4,988 shares 4,988 $506K 0.1% +252 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,812 shares; 2025Q3: 1,676 shares 1,676 $504K 0.1% -136 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,683 shares; 2024Q4: 46,553 shares; 2025Q1: 45,299 shares; 2025Q2: 48,778 shares; 2025Q3: 30,954 shares 30,954 $502K 0.1% -17,824 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,697 shares; 2025Q3: 16,496 shares 16,496 $501K 0.1% +1,799 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,439 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares 1,489 $495K 0.1% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,408 shares; 2025Q3: 2,248 shares 2,248 $494K 0.1% -160 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,099 shares 8,099 $485K 0.09% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 2,617 shares; 2025Q1: 2,458 shares; 2025Q2: 2,263 shares; 2025Q3: 2,099 shares 2,099 $478K 0.09% -164 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 3,628 shares; 2025Q1: 4,133 shares; 2025Q2: 3,740 shares; 2025Q3: 3,991 shares 3,991 $477K 0.09% +251 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,279 shares; 2024Q4: 12,291 shares; 2025Q1: 12,025 shares; 2025Q2: 10,824 shares; 2025Q3: 11,119 shares 11,119 $462K 0.09% +295 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 5,930 shares 5,930 $461K 0.09% -550 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,041 shares; 2025Q1: 4,947 shares; 2025Q2: 4,828 shares; 2025Q3: 4,838 shares 4,838 $461K 0.09% +10 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,435 shares 3,435 $455K 0.09% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,983 shares; 2025Q1: 3,725 shares; 2025Q2: 3,069 shares; 2025Q3: 3,382 shares 3,382 $447K 0.09% +313 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 46,662 shares; 2025Q1: 44,502 shares; 2025Q2: 44,402 shares; 2025Q3: 44,402 shares 44,402 $444K 0.09% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,510 shares 1,510 $444K 0.09% +399 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,201 shares; 2025Q1: 2,135 shares; 2025Q2: 2,076 shares; 2025Q3: 1,945 shares 1,945 $441K 0.09% -131 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 7,394 shares; 2025Q1: 7,394 shares; 2025Q2: 7,409 shares; 2025Q3: 7,468 shares 7,468 $439K 0.09% +59 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,538 shares; 2025Q1: 3,294 shares; 2025Q2: 3,935 shares; 2025Q3: 3,792 shares 3,792 $434K 0.08% -143 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,717 shares; 2025Q1: 4,876 shares; 2025Q2: 5,750 shares; 2025Q3: 5,457 shares 5,457 $428K 0.08% -293 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 858 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 698 shares 698 $427K 0.08% -53 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,502 shares; 2025Q1: 6,014 shares; 2025Q2: 6,237 shares; 2025Q3: 5,994 shares 5,994 $420K 0.08% -243 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,078 shares; 2024Q4: 57,253 shares; 2025Q1: 43,243 shares; 2025Q2: 43,243 shares; 2025Q3: 38,403 shares 38,403 $414K 0.08% -4,840 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $414K 0.08% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares 2,098 $411K 0.08% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,945 shares; 2025Q1: 5,421 shares; 2025Q2: 5,106 shares; 2025Q3: 4,794 shares 4,794 $409K 0.08% -312 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 1,872 shares; 2025Q1: 1,662 shares; 2025Q2: 2,307 shares; 2025Q3: 2,380 shares 2,380 $406K 0.08% +73 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,650 shares; 2025Q1: 4,525 shares; 2025Q2: 4,603 shares; 2025Q3: 4,506 shares 4,506 $405K 0.08% -97 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 3,511 shares; 2025Q1: 3,307 shares; 2025Q2: 3,257 shares; 2025Q3: 4,182 shares 4,182 $403K 0.08% +925 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,071 shares; 2025Q3: 12,342 shares 12,342 $399K 0.08% +2,271 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,028 shares; 2025Q2: 8,328 shares; 2025Q3: 8,014 shares 8,014 $397K 0.08% -314 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,243 shares; 2025Q1: 7,301 shares; 2025Q2: 7,683 shares; 2025Q3: 7,066 shares 7,066 $375K 0.07% -617 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,092 shares 5,092 $374K 0.07% -79 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,772 shares; 2025Q1: 3,069 shares; 2025Q2: 1,807 shares; 2025Q3: 1,496 shares 1,496 $369K 0.07% -311 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,125 shares; 2025Q1: 2,218 shares; 2025Q2: 2,268 shares; 2025Q3: 2,249 shares 2,249 $365K 0.07% -19 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 992 shares; 2025Q3: 957 shares 957 $363K 0.07% -35 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 2,852 shares; 2025Q1: 2,568 shares; 2025Q2: 2,263 shares; 2025Q3: 2,519 shares 2,519 $359K 0.07% +256 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,841 shares; 2024Q4: 10,522 shares; 2025Q1: 9,711 shares; 2025Q2: 6,357 shares; 2025Q3: 4,397 shares 4,397 $358K 0.07% -1,960 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 4,144 shares; 2025Q3: 4,220 shares 4,220 $357K 0.07% +76 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,639 shares; 2025Q1: 4,641 shares; 2025Q2: 3,900 shares; 2025Q3: 3,734 shares 3,734 $341K 0.07% -166 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,904 shares; 2025Q1: 11,681 shares; 2025Q2: 10,530 shares; 2025Q3: 7,969 shares 7,969 $339K 0.07% -2,561 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 702 shares 702 $337K 0.07% -8 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,022 shares; 2025Q1: 1,011 shares; 2025Q2: 1,019 shares; 2025Q3: 1,013 shares 1,013 $333K 0.06% -6 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,961 shares 2,961 $331K 0.06% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares 2,743 $329K 0.06% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 10,912 shares; 2025Q1: 12,979 shares; 2025Q2: 6,938 shares; 2025Q3: 6,395 shares 6,395 $327K 0.06% -543 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 8,077 shares; 2025Q1: 8,381 shares; 2025Q2: 7,109 shares; 2025Q3: 5,973 shares 5,973 $312K 0.06% -1,136 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,708 shares; 2025Q3: 10,526 shares 10,526 $310K 0.06% -5,182 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,064 shares; 2025Q1: 6,182 shares; 2025Q2: 6,107 shares; 2025Q3: 3,750 shares 3,750 $309K 0.06% -2,357 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,441 shares; 2025Q1: 1,360 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares 1,334 $309K 0.06% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 7,519 shares; 2025Q1: 8,291 shares; 2025Q2: 6,950 shares; 2025Q3: 5,780 shares 5,780 $298K 0.06% -1,170 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares 1,494 $293K 0.06% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,893 shares; 2024Q4: 23,893 shares; 2025Q1: 22,293 shares; 2025Q2: 14,633 shares; 2025Q3: 11,583 shares 11,583 $287K 0.06% -3,050 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 246 shares 246 $287K 0.06% -52 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares 1,872 $282K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 952 shares; 2025Q1: 938 shares; 2025Q2: 934 shares; 2025Q3: 929 shares 929 $282K 0.05% -5 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares 1,275 $281K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,376 shares; 2025Q1: 3,732 shares; 2025Q2: 1,963 shares; 2025Q3: 1,343 shares 1,343 $266K 0.05% -620 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares 360 $264K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,608 shares; 2025Q1: 3,945 shares; 2025Q2: 3,965 shares; 2025Q3: 3,986 shares 3,986 $263K 0.05% +21 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,087 shares 3,087 $261K 0.05% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,526 shares 9,526 $260K 0.05% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,163 shares; 2025Q1: 3,151 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares 2,181 $259K 0.05% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 16,812 shares; 2025Q1: 15,646 shares; 2025Q2: 7,612 shares; 2025Q3: 5,558 shares 5,558 $258K 0.05% -2,054 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares 2,718 $257K 0.05% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,851 shares; 2024Q4: 15,367 shares; 2025Q1: 15,625 shares; 2025Q2: 15,625 shares; 2025Q3: 14,428 shares 14,428 $255K 0.05% -1,197 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,216 shares 14,216 $255K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares 1,316 $254K 0.05% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,005 shares 7,005 $253K 0.05% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,550 shares; 2025Q1: 5,265 shares; 2025Q2: 5,498 shares; 2025Q3: 5,076 shares 5,076 $251K 0.05% -422 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,931 shares 6,931 $250K 0.05% new Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares 2,334 $248K 0.05% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,128 shares 5,128 $246K 0.05% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,081 shares 9,081 $245K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares 1,240 $243K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares 1,322 $241K 0.05% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,355 shares 6,355 $240K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 14,214 shares; 2025Q1: 13,137 shares; 2025Q2: 9,726 shares; 2025Q3: 4,720 shares 4,720 $238K 0.05% -5,006 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares 778 $237K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,117 shares; 2025Q2: not reported; 2025Q3: 973 shares 973 $235K 0.05% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,640 shares; 2025Q1: 8,789 shares; 2025Q2: 10,225 shares; 2025Q3: 6,400 shares 6,400 $234K 0.05% -3,825 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,909 shares 4,909 $232K 0.05% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 16,023 shares; 2025Q1: 13,868 shares; 2025Q2: 12,048 shares; 2025Q3: 12,048 shares 12,048 $231K 0.04% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,634 shares 7,634 $230K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares 1,567 $228K 0.04% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,230 shares 4,230 $228K 0.04% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares 673 $227K 0.04% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,583 shares 8,583 $227K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares 636 $217K 0.04% new Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares 1,769 $214K 0.04% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares 1,497 $213K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 6,297 shares; 2025Q1: 4,211 shares; 2025Q2: 3,543 shares; 2025Q3: 3,043 shares 3,043 $212K 0.04% -500 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares 2,622 $212K 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares 1,078 $211K 0.04% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 496 shares 496 $211K 0.04% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 10,396 shares; 2025Q1: 9,935 shares; 2025Q2: not reported; 2025Q3: 2,736 shares 2,736 $210K 0.04% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,349 shares; 2025Q1: 13,223 shares; 2025Q2: 13,223 shares; 2025Q3: 12,668 shares 12,668 $210K 0.04% -555 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,445 shares 3,445 $207K 0.04% +140 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares 1,296 $206K 0.04% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares 495 $200K 0.04% new Timeline